Institutional Ownership Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT). We have compiled data on the 3,804 institutions that hold shares in the stock, with a total of 2.61 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
54,505
shares
|
$5.07 Million
0.25% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
54,405
shares
|
$5.06 Million
0.78% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
54,296
shares
|
$5.05 Million
0.61% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Arlington Partners LLC
|
Oct 21, 2024 Q3 2024 |
54,209
shares
|
$5.04 Million
1.82% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Comgest Global Investors S.A.S.
|
Nov 06, 2024 Q3 2024 |
54,045
shares
|
$5.03 Million
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
53,822
shares
|
$5.01 Million
0.18% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
53,812
shares
|
$5 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
53,795
shares
|
$5 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
53,750
shares
|
$5 Million
0.76% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
53,558
shares
|
$4.98 Million
0.61% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
53,549
shares
|
$4.98 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
53,513
shares
|
$4.98 Million
0.41% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
53,478
shares
|
$4.97 Million
0.29% of portfolio
|
Q3 2024
Added 1126.56%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
53,306
shares
|
$4.96 Million
0.73% of portfolio
|
Q4 2022
Reduced 10.21%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
53,283
shares
|
$4.96 Million
2.48% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
53,225
shares
|
$4.95 Million
2.0% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
53,216
shares
|
$4.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
53,049
shares
|
$4.93 Million
0.44% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
53,049
shares
|
$4.93 Million
0.75% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
52,829
shares
|
$4.91 Million
2.53% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
52,757
shares
|
$4.91 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
52,743
shares
|
$4.91 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
52,709
shares
|
$4.9 Million
0.14% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
52,666
shares
|
$4.9 Million
0.15% of portfolio
|
Q2 2024
Added 23.46%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
52,599
shares
|
$4.89 Million
0.89% of portfolio
|
Q3 2024
Added 4.26%
|